Enterprise & Sell

Enterprise & Sell Answers & Best Practices New Reports and Dashlets 13.1

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New Reports and Dashlets 13.1

Ada Napierala over 1 year ago

Hi,

I saw these new reports / dashlets releases:

Sales Cycle Trend: https://www.youtube.com/watch?v=uPdjXa1NRbA
Funnel Flow Analysis: https://www.youtube.com/watch?v=9m0o_AIfd_Y
Forecast Changes since last week: https://www.youtube.com/watch?v=B0s_-AWETus
Sales Velocity by Stage: https://www.youtube.com/watch?v=Brr6Vp59Pe0
Win Rate Trend: https://www.youtube.com/watch?v=ZIg7GgWO9T0

Are these now available for Sugar Sell 13.1? Is there any documentation on how to create these reports?

Have you been using these reports already - how are they?

Thanks!

Ada

0 Lydia Manger over 1 year ago
Hi Ada,

These are reports that are available with Sell Premier's Enhanced Forecasting capability. We've had several great SugarClub posts about Enhanced Forecasting lately:

“Hidden” Features Series: Enhanced Forecasting Use Cases for Sales Reps, Sales Managers, and Executives

Standard vs. Enhanced Forecasting in Sugar Sell & Sugar Enterprise

As for the user documentation about requirements and how to set them up, you can find that in the Enhanced Forecasting Reports documentation in the Application Guide. These were officially released in Sell Premier 13.1, but if you haven't yet upgraded to 13.1 and are still on 13.0, you can still access them.

I'll let others chime in on whether they've been using the reports yet. I'm interested to hear any feedback!
Lydia Manger

Product Manager — Sugar Discover
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0 Ada Napierala over 1 year ago in reply to Lydia Manger

Hi Lydia Manger

Very interesting - thank you for letting me know!

Out of curiosity - what data volumes would we need for these reports to be valuable and start showing patterns?

Best,

Ada
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